J.P. Morgan Private Wealth Advisors’s Universal Technical Institute UTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-12,900
| Closed | -$45K | – | 1210 |
|
|
2015
Q3 | $45K | Sell |
12,900
-700
| -5% | -$2.44K | ﹤0.01% | 1028 |
|
|
2015
Q2 | $117K | Hold |
13,600
| – | – | ﹤0.01% | 1008 |
|
|
2015
Q1 | $131K | Sell |
13,600
-500
| -4% | -$4.82K | ﹤0.01% | 1078 |
|
|
2014
Q4 | $139K | Sell |
14,100
-400
| -3% | -$3.94K | ﹤0.01% | 1034 |
|
|
2014
Q3 | $136K | Hold |
14,500
| – | – | ﹤0.01% | 1022 |
|
|
2014
Q2 | $176K | Buy |
14,500
+140
| +1% | +$1.7K | ﹤0.01% | 840 |
|
|
2014
Q1 | $186K | Buy |
+14,360
| New | +$186K | ﹤0.01% | 820 |
|